Institutional Ownership Double Line Yield Opportunities Fund (DLY)
This table provides information about the institutional ownership of Double Line Yield Opportunities Fund (DLY). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $175 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
67,753
shares
|
$991,903
0.22% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
66,202
shares
|
$969,197
0.0% of portfolio
|
Q3 2025
Added 161.11%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
63,271
shares
|
$926,287
0.02% of portfolio
|
Q3 2025
Added 80.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
62,542
shares
|
$915,614
0.0% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
62,055
shares
|
$908,485
0.02% of portfolio
|
Q2 2025
Added 16.56%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
59,894
shares
|
$876,848
0.0% of portfolio
|
Q3 2025
Added 369.13%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
59,061
shares
|
$864,653
0.03% of portfolio
|
Q3 2025
Added 57.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
49,750
shares
|
$728,340
0.0% of portfolio
|
Q3 2025
Added 12.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
46,344
shares
|
$678,476
0.0% of portfolio
|
Q3 2024
Added 76.44%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
44,121
shares
|
$645,931
0.0% of portfolio
|
Q3 2025
Added 47.98%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
40,142
shares
|
$587,678
0.24% of portfolio
|
Q3 2024
Added 18.27%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
39,855
shares
|
$583,477
0.01% of portfolio
|
Q3 2025
Added 220.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
38,314
shares
|
$560,916
0.0% of portfolio
|
Q3 2025
Added 50.05%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
35,951
shares
|
$526,322
0.0% of portfolio
|
Q3 2025
Added 17.67%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
35,793
shares
|
$524,009
0.16% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
35,609
shares
|
$521,315
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
35,005
shares
|
$512,473
0.01% of portfolio
|
Q3 2025
Reduced 80.38%
|
|
|
Robinson Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
33,479
shares
|
$490,132
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
32,802
shares
|
$480,221
0.0% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
31,835
shares
|
$466,064
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
31,698
shares
|
$464,058
0.06% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
30,819
shares
|
$451,190
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
30,104
shares
|
$440,722
0.0% of portfolio
|
Q3 2025
Reduced 49.41%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
27,155
shares
|
$397,549
0.08% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
24,933
shares
|
$365,019
0.0% of portfolio
|
Q3 2023
New holding
|
|